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ChinaTimes – 永豐金證券(亞洲) 推出智能理財服務 (SinoPac Securities (Asia) to launch an intelligent portfolio financial services InveStart)

ChinaTimes – 永豐金證券(亞洲) 推出智能理財服務 (SinoPac Securities (Asia) to launch an intelligent portfolio financial services InveStart)

By China Times, 19/05/2017

隨著年金改革議題延燒,國人中長期投資理財規劃需求日益增長,永豐金證券子公司-永豐金證券(亞洲)宣布與跨國金融科技服務公司Quantifeed攜手合作,推出智能投資組合理財服務InveStart,以結合主動選股及指數操作優勢的主題式及資產配置投資組合,搭配低廉的服務收費及智能投資助理,降低投資者的投資成本並減少管理帳戶的繁雜工作,協助投資者聰明理財,輕鬆達到投資目標。

近年來,智能投顧和被動式投資在美國和全球市場發展迅速,儼然是兩股不可忽視的趨勢。根據知名管理顧問公司A.T. Kearney預測,美國智能投顧行業的資產管理規模將從2016年的3,000億美元增長至2020年的2.2萬億美元,達到68%的年均複合成長率,被動式投資高速成長已成銳不可擋之勢。

永豐金證券(亞洲)一直以來致力於提供投資者多元、專業的金融服務,以滿足不同投資者的需求,感受到數位財富管理的發展強勁,推出InveStart智能投資組合理財服務,成為大中華區首家通過香港證監會核准的券商以及亞洲智能理財服務的領先提供者。

投資者可同時享有風險分散、資訊透明及費用低廉的好處外,InveStart亦透過智能投資助理隨時追蹤管理投資者的帳戶,定期發出調整通知,當客戶收到通知後,只需一鍵操作便可完成投資組合調整,將為亞洲的財富管理開創另一新扉頁,開啟智慧理財的大門。更多資料可以上網(www.sinopacasia.com)查詢。
SinoPac Securities (Asia) announced that it has partnered with Quantifeed, a multinational financial and technology service company, to launch an intelligent portfolio financial services InveStart, to combine the active stock selection and index operation advantages of the theme and asset allocation portfolio, with low service charges and intelligent investment assistant, reduce investor investment costs and reduce the management account of the complex work to help investors smart financial management, easy to reach Investment objectives.
In recent years, intelligent investment and passive investment in the United States and the global market is developing rapidly, as if the two cannot be ignored trend. According to A.T. Kearney, a well-known management consultancy, the size of asset management in the US smart investment industry will grow from $ 300 billion in 2016 to $ 2.2 trillion in 2020 to 68 percent annual growth rate, has become irresistible trend.
SinoPac Securities (Asia) has been committed to providing investors with diversified, professional financial services to meet the needs of different investors, feel the development of digital wealth management strong, launched InveStart smart portfolio financial services, become the first brokerage approved by the Hong Kong Securities and Futures Commission and the leading provider in Greater China.
In addition to the benefits of risk diversification, transparency and low cost, InveStart also keeps track of the management’s account at any time through the Smart Investment Assistant, and periodically issues an adjustment notice. When a customer receives a notification, he / Completion of the portfolio adjustment, Asia’s wealth management will create another new title page, open the door to wisdom and wealth management.

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